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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,578 | $165,381-89.4% | $149,730-88.3% | $158,966-88.9% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 11.52% | 348.29%-336.8pp | 276.70%-265.2pp | 302.95%-291.4pp |
| Employer contribution / active EE | $1,580 | $5,104-69.0% | $4,645-66.0% | $4,762-66.8% |
| Participant deferral / active EE | $2,179 | $7,182-69.7% | $6,843-68.2% | $5,983-63.6% |
| Admin fee / account holder | $159 | $10,809-98.5% | $9,310-98.3% | $11,250-98.6% |